Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Sauro Locatelli | M | - |
Waypoint Consulting, Inc. (US)
 Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | 6 years |
| Evan Boyarsky | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | - |
| Dan Mento | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | 6 years |
| Sandra Gibson Hassink | M | - |
Neumann University
| 1 years |
| Ashley Daniels Schall | F | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | 1 years |
| Marilyn Witt | F | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | - |
| Larrissa Regnault | F | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | - |
| Jose Arevalo | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | - |
| Michael Kitces | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | 18 years |
| Ross Causley | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | 4 years |
| Joe Zimmermann | M | - |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 11 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Sean Dillon
- Personal Network
